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Ergoteles’s Fulcrum Therapeutics FULC Stock Holding History

Ergoteles’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-40,800
Closed -$135K – 349
2023
Q2 		$135K Buy
+40,800
New +$120K 0.01% 898
2022
Q1 		– Sell
-21,400
Closed -$379K – 1362
2021
Q4 		$379K Buy
+21,400
New +$424K 0.01% 762

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return

Ergoteles's FULC Position: Q3 2023 in Review

Ergoteles sold out of Fulcrum Therapeutics (FULC) in Q3 2023, closing a stake of 40,800 shares — an estimated $135K sold.

Ergoteles first reported a position in FULC in Q4 2021 and held it in 2 quarters. The position peaked at $379K in Q4 2021. 81 funds tracked by Wall St. Rank hold FULC as of Q3 2023.

  • Ergoteles reported no remaining Fulcrum Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 40,800 Fulcrum Therapeutics shares in Q3 2023, an estimated $135K.
  • Ergoteles first reported a position in Fulcrum Therapeutics in Q4 2021 and held it in 2 quarters.
  • Ergoteles's Fulcrum Therapeutics position peaked at $379K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.